DBSync Cloud Workflow (iPaaS)

2022

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When an existing transaction like Invoice, sales order is updated with the new transaction details, such transactions are termed as Recurring Transaction. This module explains the step by step process involved in DBSync integration of Salesforce Opportunities as Recurring Transactions into accounting systems like QuickBooks and Great Plains.

Most of the steps are involved with Salesforce like enabling schedules for opportunity line items, installing DBSync Recurring Transactions Package and scheduling an apex class. After making all the necessary changes in Salesforce, DBSync must be enabled with Recurring Transactions mapping to run an integration, to successfully sync Salesforce Opportunity as Recurring Transaction into Accounting System.

Key Benefits:
Integrate Salesforce Opportunity as Recurring Transactions into Accounting System

Requirement:
Salesforce Adapter
QuickBooks Adapter
Great Plains Adapter

Provider:
DBSync for QuickBooks/Great Plains

Enable Schedules for opportunity line Items in Salesforce

  • Login to Salesforce using admin credentials.
  • Go to user menu > Setup > Customize > Products > Schedule Setup
  • Enable the ability to create schedules on products by enabling Quantity and Revenue Schedules as shown in the below image.
  • Go to User menu > Opportunities > Page Layouts > Drag 'IsRecurring' & 'Next Sync On' to DBSync section > Save the changes

Install DBSync Recurring Transactions Package in Salesforce

  • Use the URL mentioned below to login to access Salesforce Package Installation details.

https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t50000000PsN0&crc=1

  • Login to Salesforce using admin credentials. Package Installation Details will be displayed. Click on continue to proceed.
  • Approve Package API Access and then click on next.
  • Security level must be selected to grant access and then click on next to proceed.
  • The package is ready to be installed. Click Install to install.
  • Install complete message will be displayed which confirms that DBSync Recurring Transactions package is installed.

Schedule an apex class in Salesforce

  • Go to Username > Develop > Apex Classes > Schedule Apex to implement the schedulable interface to be automatically executed on a weekly or monthly interval.
  • Enter the record details as mentioned below and click on "Save" button.
  1. Job Name > Recurring Transactions
  2. Apex Class > select the class DBSyncProductSchedule
  3. Select Weekly Frequency and select all the days, so that the Schedule would run every day and set your Opportunity to sync with your Accounting System when it syncs using DBSync.
  4. Set the Start and End Date as per the requirement. Set the "Preferred Start Time" as 1 AM.
  5. Save the record.
  6. To ensure the schedule is set and is in the Queue, Go to User menu > Setup > Administration Setup > Monitoring > Scheduled Jobs. You will see the schedule listed in the page.
  • Note: Administrator Rights is required to perform the above steps. 

Enable Recurring Transactions Mapping in DBSync

  • Enable the mapping for the required transaction and save the mapping before running the integration.

Pre-requisites

It is also necessary that Salesforce opportunity is created with the right parameters to sync Recurring Transactions into Accounting Systems.

  • Items with Schedules for the date specified in Next Sync On would be pushed in to your transactions in Accounting System. Line Items without schedules will not be pushed into your Accounting System.
  • If you want to remove the recurring feature for the Opportunity, then please uncheck the field "IsRecurring" in the Opportunity.
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